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2023 has seen an extraordinarily concentrated rally

Stocks have rallied in 2023. But this week’s chart looks at the massive divide between returns on the Big 6 tech stocks and the rest of the S&P 500.

2020: The year the “40” broke?

A tale of two halves? Our chart looks at the Barclays Agg’s uneven 2020 and what it could mean for fixed income investors in 2021.

2018’s heightened volatility intensifies in October

See what’s behind recent market volatility and why investors may be wise to prepare for more in the months ahead.

10-year yields see little movement over the past decade

With interest rates hovering at such persistently low levels through the past decade and with little expectation for any increase in short-term rates, investors could continue to face difficulties generating income within their traditional fixed income allocations.

10 for ’23 Review

Chief U.S. Economist Lara Rhame looks back at her 10 for ’23 predictions and grades how accurate those forecasts were.

10 for ’22 Review

Chief U.S. Economist Lara Rhame looks back at her 10 for ’22 predictions and grades how accurate those forecasts were.

$5 trillion later, long-run GDP expectations mostly unchanged

Despite today’s optimism, long-run GDP projections remain similar to those pre-COVID. Our chart sounds a cautious note for long-term investors.

“Overbloan” concerns?

A closer look at the current state of loan market trends.

“Mulligan!”

Why investors should take advantage of the second chance to protect their portfolios from volatility

“Easy” is relative

The Fed has made it clear that it plans to follow December’s rate hike with further “removal of policy accommodation.” But just how much accommodation is there left to remove?
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